Bell Investment Advisors’s Liberty Energy LBRT Stock Holding History

Bell Investment Advisors’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-111	Closed	-$1.76K	–	1942
2025 Q1	$1.76K	Buy	111 +28	+34%	+$503	﹤0.01%	1351
2024 Q4	$1.65K	Sell	83 -92	-53%	-$1.7K	﹤0.01%	1400
2024 Q3	$3.34K	Buy	175 +27	+18%	+$557	﹤0.01%	1129
2024 Q2	$3.09K	Sell	148 -24	-14%	-$535	﹤0.01%	1157
2024 Q1	$3.56K	Buy	172 +24	+16%	+$475	﹤0.01%	1084
2023 Q4	$2.69K	Hold	148	–	–	﹤0.01%	1202
2023 Q3	$2.74K	Buy	148 +65	+78%	+$1.07K	﹤0.01%	1132
2023 Q2	$1.11K	Sell	83 -76	-48%	-$985	﹤0.01%	1561
2023 Q1	$2.04K	Buy	159 +118	+288%	+$1.75K	﹤0.01%	1257
2022 Q4	$656	Hold	41	–	–	﹤0.01%	1699
2022 Q3	$1K	Buy	+41	New	+$554	﹤0.01%	1463

Other funds holding LBRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bell Investment Advisors's LBRT Position: Q2 2025 in Review

Bell Investment Advisors sold out of Liberty Energy (LBRT) in Q2 2025, closing a stake of 111 shares — an estimated $1.76K sold.

Bell Investment Advisors first reported a position in LBRT in Q3 2022 and held it in 11 quarters. The position peaked at $3.56K in Q1 2024. 324 funds tracked by Wall St. Rank hold LBRT as of Q2 2025.

Bell Investment Advisors reported no remaining Liberty Energy position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 111 Liberty Energy shares in Q2 2025, an estimated $1.76K.
Bell Investment Advisors first reported a position in Liberty Energy in Q3 2022 and held it in 11 quarters.
Bell Investment Advisors's Liberty Energy position peaked at $3.56K in Q1 2024.
324 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.